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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,894 | $97,648+68.9% | $121,663+35.5% | $87,485+88.5% |
| Participation rate | 94.4% | 70.5%+24.0pp | 74.5%+20.0pp | 68.9%+25.5pp |
| Annual return | 13.41% | 18.03%-4.6pp | 147.54%-134.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,858 | $2,300-19.3% | $3,020-38.5% | $2,596-28.5% |
| Participant deferral / active EE | $3,959 | $3,923+0.9% | $4,887-19.0% | $4,274-7.4% |
| Admin fee / account holder | $6,268 | $11,100-43.5% | $14,289-56.1% | $7,775-19.4% |